Forum Financial Management
DFAR icon

Forum Financial Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Forum Financial Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.48M Sell
392,214
-3,672
-0.9% -$96K 0.12% 37
2026
Q2 		$10.4M Sell
395,886
-5,222
-1% -$134K 0.13% 36
2026
Q1 		$9.49M Buy
401,108
+397
+0.1% +$9.5K 0.13% 38
2025
Q4 		$9.18M Sell
400,711
-857
-0.2% -$20.1K 0.12% 43
2025
Q3 		$9.6M Sell
401,568
-779
-0.2% -$18.4K 0.13% 40
2025
Q2 		$9.44M Sell
402,347
-43
-0% -$998 0.14% 34
2025
Q1 		$9.6M Sell
402,390
-1,348
-0.3% -$31.8K 0.16% 36
2024
Q4 		$9.39M Sell
403,738
-6,708
-2% -$166K 0.16% 38
2024
Q3 		$10.5M Sell
410,446
-9,889
-2% -$239K 0.18% 33
2024
Q2 		$9.29M Sell
420,335
-95
-0% -$2.04K 0.17% 32
2024
Q1 		$9.41M Buy
420,430
+4,948
+1% +$109K 0.16% 37
2023
Q4 		$9.45M Sell
415,482
-40,595
-9% -$832K 0.18% 31
2023
Q3 		$8.9M Sell
456,077
-48,506
-10% -$1.03M 0.2% 27
2023
Q2 		$10.9M Sell
504,583
-363,717
-42% -$7.69M 0.24% 25
2023
Q1 		$18.7M Sell
868,300
-17,405
-2% -$383K 0.54% 19
2022
Q4 		$18.7M Buy
885,705
+574,919
+185% +$12.2M 0.62% 19
2022
Q3 		$6.39M Buy
310,786
+254,682
+454% +$6.04M 0.31% 25
2022
Q2 		$1.3M Buy
+56,104
New +$1.4M 0.07% 98

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return
Wealth Dimensions Group
Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
United Wealth Management
United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

Forum Financial Management's DFAR Position: Q3 2026 in Review

Forum Financial Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.93% in Q3 2026, selling an estimated $96K and leaving 392,214 shares worth $9.48M. The position accounts for 0.12% of the portfolio, ranked #37.

Forum Financial Management first reported a position in DFAR in Q2 2022 and has held it in 18 quarters since. The position peaked at $18.7M in Q4 2022. 152 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Forum Financial Management held 392,214 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $9.48M as of Q3 2026.
  • Forum Financial Management sold 3,672 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $96K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.12% of Forum Financial Management's portfolio in Q3 2026, its #37 holding.
  • Forum Financial Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
  • Forum Financial Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $18.7M in Q4 2022.
  • 152 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.